Tilkin Group LLC

Securities Expert Witness

Services


Since founding the TilkinGroup™, David has provided testimony in the following venues: FINRA, AAA, JAMS and the Securities and Exchange Commission. Clients have included private practice attorneys, in-house counsel, state securities regulators and the U.S. Attorney’s Office. The TilkinGroup™ has been providing full-time expert witness services since 2008.

A personalized, interactive, dynamic risk evaluation service.  Designed by the Founder/CEO of Protegent, David Tilkin, the surveillance focuses on any conflicts or prudent nature of portfolio, positions, activity, style drift, risk tolerance and investment objectives.  Available as a one-time risk assesment and/or an on-going risk monitoring service.

Individualized and custom presentations designed to focus on the topics of risk managment and ethical practice for branch office managers and supervisory leaders.